See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,076 | $102,317+1.7% | $146,958-29.2% | $80,856+28.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.70% | 134.76%-117.1pp | 418.34%-400.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $10,424 | $3,713+180.7% | $4,933+111.3% | $2,755+278.4% |
| Participant deferral / active EE | $12,037 | $6,644+81.2% | $8,070+49.2% | $4,296+180.2% |
| Admin fee / account holder | $6,932 | $7,941-12.7% | $12,998-46.7% | $6,918+0.2% |